Woodard & Company Asset Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.06M | Buy |
3,784
+57
| +2% | +$14.4K | 0.15% | 71 |
|
|
2026
Q1 | $903K | Sell |
3,727
-20
| -0.5% | -$5.41K | 0.14% | 70 |
|
|
2025
Q4 | $1.11M | Hold |
3,747
| – | – | 0.18% | 62 |
|
|
2025
Q3 | $1.06M | Sell |
3,747
-50
| -1% | -$13.1K | 0.17% | 59 |
|
|
2025
Q2 | $1.12M | Buy |
3,797
+827
| +28% | +$213K | 0.21% | 56 |
|
|
2025
Q1 | $739K | Hold |
2,970
| – | – | 0.15% | 58 |
|
|
2024
Q4 | $653K | Sell |
2,970
-550
| -16% | -$122K | 0.14% | 66 |
|
|
2024
Q3 | $778K | Buy |
3,520
+500
| +17% | +$98K | 0.17% | 54 |
|
|
2024
Q2 | $522K | Buy |
3,020
+15
| +0.5% | +$2.61K | 0.13% | 60 |
|
|
2024
Q1 | $574K | Buy |
3,005
+90
| +3% | +$16.4K | 0.15% | 57 |
|
|
2023
Q4 | $477K | Hold |
2,915
| – | – | 0.14% | 56 |
|
|
2023
Q3 | $409K | Hold |
2,915
| – | – | 0.14% | 54 |
|
|
2023
Q2 | $390K | Hold |
2,915
| – | – | 0.13% | 59 |
|
|
2023
Q1 | $382K | Hold |
2,915
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $411K | Hold |
2,915
| – | – | 0.15% | 56 |
|
|
2022
Q3 | $346K | Hold |
2,915
| – | – | 0.16% | 56 |
|
|
2022
Q2 | $412K | Hold |
2,915
| – | – | 0.17% | 54 |
|
|
2022
Q1 | $379K | Hold |
2,915
| – | – | 0.16% | 64 |
|
|
2021
Q4 | $390K | Sell |
2,915
-239
| -8% | -$30K | 0.18% | 58 |
|
|
2021
Q3 | $419K | Buy |
3,154
+105
| +3% | +$14K | 0.26% | 54 |
|
|
2021
Q2 | $427K | Hold |
3,049
| – | – | 0.26% | 55 |
|
|
2021
Q1 | $388K | Hold |
3,049
| – | – | 0.25% | 55 |
|
|
2020
Q4 | $367K | Sell |
3,049
-209
| -6% | -$24.2K | 0.23% | 50 |
|
|
2020
Q3 | $379K | Sell |
3,258
-2,301
| -41% | -$271K | 0.25% | 43 |
|
|
2020
Q2 | $642K | Buy |
5,559
+26
| +0.5% | +$3.02K | 0.43% | 33 |
|
|
2020
Q1 | $587K | Hold |
5,533
| – | – | 0.42% | 32 |
|
|
2019
Q4 | $709K | Sell |
5,533
-849
| -13% | -$110K | 0.43% | 35 |
|
|
2019
Q3 | $842K | Buy |
+6,382
| New | +$861K | 0.54% | 30 |
|
|
2018
Q4 | – | Sell |
-1,514
| Closed | -$220K | – | 112 |
|
|
2018
Q3 | $220K | Buy |
1,514
+18
| +1% | +$2.52K | 0.2% | 48 |
|
|
2018
Q2 | $200K | Sell |
1,496
-5,198
| -78% | -$725K | 0.19% | 48 |
|
|
2018
Q1 | $970K | Buy |
6,694
+5,135
| +329% | +$777K | 0.95% | 8 |
|
|
2017
Q4 | $228K | Buy |
+1,559
| New | +$227K | 0.2% | 48 |
|
Other funds holding IBM
Woodard & Company Asset Management Group's IBM Position: Q2 2026 in Review
Woodard & Company Asset Management Group increased its IBM (IBM) stake by 1.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,784 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #71.
Woodard & Company Asset Management Group first reported a position in IBM in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.12M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Woodard & Company Asset Management Group held 3,784 shares of IBM worth $1.06M as of Q2 2026.
- Woodard & Company Asset Management Group bought 57 IBM shares in Q2 2026, an estimated $14.4K.
- IBM made up 0.15% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #71 holding.
- Woodard & Company Asset Management Group first reported a position in IBM in Q4 2017 and has held it in 32 quarters since.
- Woodard & Company Asset Management Group's IBM position peaked at $1.12M in Q2 2025.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.